Donna Lee, financial advisor Dublin CA
93 score

Donna Lee

CRD Number: 5469868
Current Firm: Strategic Advisers, Inc.

Donna Lee (CRD# 5469868) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dublin, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Dublin, CA Oct 2016 - Current 1
Bank Of America, N.a. Redwood, CA Jan 2013 - Sep 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Redwood, CA Nov 2012 - Jan 2013 < 1
Unemployed Fremont, CA Jun 2011 - Nov 2012 1
Morgan Stanley Smith Barney San Mateo, CA Jun 2009 - Jun 2011 2
Citigroup Global Markets, Inc. San Mateo, CA Apr 2009 - Jun 2009 < 1
Unemployed Fremont, CA Feb 2009 - Apr 2009 < 1
Merrill Lynch Menlo Park, CA Aug 2008 - Feb 2009 < 1
Primerica Financial Services San Jose, CA Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Donna L. Lee
Phone Number: 617-563-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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